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Investments

Whether you are an experienced investor, or looking to get started, the investment solutions we advise on encompass your wider goals and financial plan.

Why not fill out our Budget Planner here to start thinking about how much you could put aside to invest? Click the pencil to get started.

Omnis Investments

We are pleased to work with Omnis to help with our clients' investment needs, with funds to match each individual's attitude to risk, working in harmony with their wider financial plan. 

You can find the latest Omnis updates on our Recent News page. 

Listen to the latest Monday Investment Club podcast here:

Learn more about how Omnis Investments align their portfolios with environmental, social and governance (ESG) values in their latest digital guide:

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

 

Past performance is not a reliable indicator of future performance and should not be relied upon.

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Approved by The Openwork Partnership on 05-12-2024

Woldingham Financial Services Ltd is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. Openwork Limited, Openwork Market Solutions Limited, Omnis Investments Limited and Openwork Wealth Services Limited are separate companies within the Openwork Group.  Openwork Market Solutions Limited is a company registered in England and Wales with a oompany registration number of 03799465, registered office Auckland House, Lydiard Fields, Swindon SN5 8UB

 

Openwork Limited is authorised and regulated by the Financial Conduct Authority, registered in England & Wales under registered number 04399725, Registered office Auckland House, Lydiard Fields, Swindon SN5 8UB

 

Omnis Investments Limited is authorised and regualted by the Financial Conduct Authority, reigstered in England & Wales under registered number 06582314, Registered office Auckland House, Lydiard Fields, Swindon SN5 8UB

 

Openwork Wealth Services limited is registered and regulated by the Financial Conduct Authority, registered in England & Wales under registered number 10266077, Registered office Auckland House, Lydiard Fields, Swindon SN5 8UB

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.

Woldingham Financial Services is a registered company at Stac Pollaidh, Southfields Road, Woldingham, Caterham, Surrey, UK, CR3 7BG. The company number is 07409560.

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